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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,137 | $113,941+36.2% | $94,229+64.6% | $125,389+23.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.18% | 5.29%-3.1pp | 10.68%-8.5pp | 282.24%-280.1pp |
| Employer contribution / active EE | $8,687 | $4,727+83.8% | $3,587+142.2% | $4,866+78.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,280 | $8,392-72.8% | $6,269-63.6% | $9,541-76.1% |